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Employee Details

Name
Current Manager Name

Transition Plan Details

Click or drag a file to this area to upload.
Clear Signature

The Job Transition Form template lets people provide details about their daily responsibilities before leaving a job. This form helps transfer the duties of the departing employees to new employees efficiently. Using this form template for your organization or business, you can enable the smooth job transition process.

Using the Job Transition Form Template

The Job Transition Form template gathers the requisite information from the departing employees systematically and easily. Here’s the breakdown of the form’s fields:

  • Employee Details: The form collects the departing employees’ names, emails, current job titles, and managers’ names for easy and accurate identification of the employees and their departments.
  • Transition Plan Details: This section asks employees to provide details of their daily responsibilities. Also, they can specify key contacts, upcoming deadlines, and the copy of key projects. All these details provide insights into the employees’ duties and help effectively transfer these duties to the new employees.
  • Attach Files: Here, departing employees can attach important files like project plans, reports, or relevant documents, helping you assess their ongoing job tasks easily.
  • Signature: This field records the digital signature of the departing employees for acknowledgment and accountability for the details they provided in the form.

This form helps you understand the leaving employees’ job roles effectively so that you can transfer the duties easily, ensuring continuity in your work projects. This also reduces your workload and the manual effort of collecting information from the departing employees. Hence, using the Job Transition Form, you can conveniently manage your workspace operations.

Moreover, you can tweak the form fields to adapt them to your company’s requirements using our drag-and-drop form builder.

So, if you want to enable a seamless job transition process, get the Job Transition Form template today by signing up with WPForms.